Kevin Blocker is a registered investment advisor at Linkside Financial LLC, based in Charlotte, NC, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are calculated based on the market value of assets under management as of the close of business on the last business day of the prior quarter. The Firm may aggregate related accounts for purposes of fee calculation in order to apply breakpoint discounts where applicable.
Fee Estimator
Location
4201 Congress St, Suite 145, Charlotte, NC, 28209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin is the CEO and owner of Blocker Capital Group (since 2020), DP CAP LMPP3 LLC (since April 2024), and DP Carolina Lakes LLC (since June 2024), all passive investment vehicles. These activities require a few hours per week in total.
Employment History
Current Registrations
Linkside Financial LLC
Previous Registrations
Quasar Distributors, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.